Analyst IMS Investment Management Services
Analyst IMS Investment Management Services reported 152 stocks worth $4.3M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are QQQ (30.6%), SPY (14.1%) and VOO (8.9%). Compared with Q1 2026, the fund opened new positions in EWY, EWT and HYG, added to QQQ, SOXX and AAXJ, trimmed SPY, VOO and IVV and sold out of AUDC, XOM and AZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $1.3M | 30.6% | 1.8M | +4,751 (+0%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $607K | 14.1% | 813K | −51K (−6%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $384K | 8.9% | 559K | −40K (−7%) | 8 of 8 | |
| 4 |  SOXX Ishares Semiconductor | $366K | 8.5% | 572K | +370K (+184%) | 8 of 8 | |
| 5 |  AAXJ Ishares TR | $285K | 6.6% | 2.4M | +163K (+7%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $219K | 5.1% | 293K | −18K (−6%) | 8 of 8 | |
| 7 | TEVA PHARMACEUTICAL INDS LTD | $72K | 1.7% | 2.1M | No change | 3 of 8 | |
| 8 |  VWO Vanguard Intl Equity Index F | $68K | 1.6% | 1.1M | No change | 8 of 8 | |
| 9 |  ONEQ Fidelity Comwlth TR | $51K | 1.2% | 499K | No change | 8 of 8 | |
| 10 |  EWY Ishares Inc | $50K | 1.2% | 248K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AUDC Audiocodes Ltd | $9K | 3,592 |
 XOM Exxon Mobil Corp | $4K | 23K |
 AZN Astrazeneca PLC Ord | $2K | 150 |
 NEM Newmont Corp | $605 | 5,592 |
 PEP Pepsico Inc | $546 | 3,513 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Analyst IMS Investment Management Services 13F FAQ
What does Analyst IMS Investment Management Services own?
Analyst IMS Investment Management Services reported 152 stocks worth $4.3M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are QQQ (30.6%), SPY (14.1%) and VOO (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Analyst IMS Investment Management Services buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 21 added to, 53 trimmed and 18 sold out. New positions include EWY, EWT and HYG. It sold all of AUDC, XOM and AZN.
When will Analyst IMS Investment Management Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Analyst IMS Investment Management Services's portfolio worth?
The Q2 2026 filing reports $4.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.